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Fidelity Sustainable Climate Bond Class W - Income (GBP Hedged)

Sell:86.00p Buy:86.00p Change: 0.20p (0.23%)
Prices as at 21 February 2025
Sell:86.00p
Buy:86.00p
Change: 0.20p (0.23%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 21 February 2025
Sell:86.00p
Buy:86.00p
Change: 0.20p (0.23%)
Prices as at 21 February 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

21/02/20 to 21/02/21 21/02/21 to 21/02/22 21/02/22 to 21/02/23 21/02/23 to 21/02/24 21/02/24 to 21/02/25
Annual return 2.37% -5.63% -11.06% 4.46% 6.17%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

Manager Name: Shamil Gohil
Manager start date: 1 March 2023
Manager located in:

Shamil Gohil (né Pankhania) joined Fidelity in 2023 and is a portfolio manager responsible for a number of Fidelity's sterling, global and sustainable investment grade (IG) bond funds. He is a joint-lead Portfolio Manager, alongside Kris Atkinson, on Fidelity Global Corporate Bond, Fidelity Sustainable Climate Bond, Fidelity Sustainable Global Corporate Bond, Fidelity Sustainable Social Bond and Fidelity Blue Transition Bond. He also acts as a co-Portfolio Manager on Fidelity Sustainable MoneyBuilder Income, Fidelity Short Dated Corporate Bond, Fidelity Extra Income and a number of sterling corporate bond funds. Shamil is a key member of Fidelity's sterling IG strategy team. Prior to Fidelity, Shamil was a credit portfolio manager, Head of UK Credit Solutions and co-Head of Global Fixed Income Solutions at HSBC Global Asset Management where he was lead manager for UK institutional mandates and co-manager of Global and Sterling retail funds. He successfully launched a Climate Transition portfolio with Net Zero ambitions for a decarbonising segregated mandate. Prior to HSBC, Shamil was at BlackRock for over 7 years, most recently as a senior global credit portfolio manager. Shamil started his career at PIMCO where he had wide-ranging exposure to most fixed income asset classes, including investment grade, ABS, high yield, emerging market debt, and rates and FX. Shamil graduated with a MA (Oxon) in Physics (including an elective in Climate Physics) from the University of Oxford. He has a Diploma in ESG Investment Management and a Certificate in Climate & Investing from CFA UK.

Manager Name: Sajiv Vaid
Manager start date: 1 March 2023
Manager located in: TBC

TBC

Manager Name: Kris Atkinson
Manager start date: 1 March 2023
Manager located in: N.A

Kris Atkinson joined Fidelity in 2000 and is a portfolio manager responsible for a number of Fidelity's sterling, global and sustainable investment grade (IG) bond funds. He is the lead manager on Fidelity Sustainable MoneyBuilder Income, Fidelity Short Dated Corporate Bond and Fidelity Extra Income, and acts as a joint-lead manager, alongside Shamil Gohil, on Fidelity Global Corporate Bond, Fidelity Sustainable Climate Bond, Fidelity Sustainable Global Corporate Bond, Fidelity Sustainable Social Bond and Fidelity Blue Transition Bond. Kris is a key member of Fidelity's sterling IG strategy team and is a Fidelity Sustainability Ambassador across the firm. Kris became a credit analyst in 2001 and a senior credit analyst in 2010. During this time, he covered a variety of sectors across IG, high yield and emerging markets. He was promoted to portfolio manager in 2013. Kris has an MA Economics from the University of Cambridge. Investment Management Certificate (I.M.C) & Chartered Financial Analyst (CFA)

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account